| Years: 2013 to Present |
Employer: Undisclosed |
Title: Licensed Independent Health Insurance Broker |
Department: Owner |
Responsibilities:
All duties and responsibilities listed for other positions below in an independent, Employer capacity |
| Years: 2011 to 2013 |
Employer: Elderplan, Inc |
Title: Benefits Advisor |
Department: Marketing |
Responsibilities:
Community Marketing of Elderplan options, develop and harbor established relationships with healthcare providers, Medicaid marketers, and business owners to create a sustainable referral base, continued recognition as highest rated Advisor in terms of customer retention |
| Years: 2011 to 2011 |
Employer: Fidelis Care NY |
Title: Medicare Sales Representative |
Department: |
Responsibilities:
Marketing of Medicare Advantage Plans, build relationships with healthcare providers, discover and enroll prospective new members, resolve customer service issues for existing members |
| Years: 2008 to 2010 |
Employer: JPMorgan Chase N.A. |
Title: Personal Banker |
Department: |
Responsibilities:
Sales/marketing of retail banking products, educated clients on credit cards, mortgages, and basic investment strategies, trained new hires on bank systems and business strategies, consistently exceeded monthly and quarterly sales campaign goals, Top Banker at Freeport Branch in 2009 |
| Years: 2007 to 2008 |
Employer: Direct Capital Corp. |
Title: Account Executive |
Department: |
Responsibilities:
Sourced new clients/new business development, educated clients on finance products and interest rate climates, analyzed and ranked personal credit risks and corporate financial statements, developed pricing strategies on a deal per deal basis, Top-Producer in April 2008 |
